Michael Porter

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 3, 2017 by Chris Douvos · said 24 times in 11 episodes since 2017 · across every show →

Mentions by year

brought up most by Chris Douvos (8), Pat Dorsey (4), Brett Barakett (4), Ted Seides (1), Stan Miranda (1), Sanjay Ayer (1), Paul Enright (1), Mike Maples, Jr. (1)

mentionsepisodesper episode tap a year for its mentions

2026 4 mentions in 1 episode

Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 4 mentions · from 9:57
every mention in 2026, scene by scene →

2024 7 mentions in 4 episodes 2 per episode

Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) May 20, 2024 · 4 mentions · from 28:06
David Salem - Investment Wisdom from the Owner's Box (EP.409) Sep 30, 2024 · 1 mention · from 10:13
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) Sep 16, 2024 · 1 mention · from 22:00
Sanjay Ayer – Think Different and Get Better at WCM (EP.366) Feb 5, 2024 · 1 mention · from 38:24
every mention in 2024, scene by scene →

2023 1 mention in 1 episode

Stan Miranda – Modern Endowment Model at Partners Capital (EP.334) Aug 21, 2023 · 1 mention · from 8:28
every mention in 2023, scene by scene →

2022 2 mentions in 2 episodes 1 per episode

Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266) Aug 15, 2022 · 1 mention · from 58:21
John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31) May 19, 2022 · 1 mention · from 28:51
every mention in 2022, scene by scene →

2021 1 mention in 1 episode

Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191) Apr 26, 2021 · 1 mention · from 26:58
every mention in 2021, scene by scene →

2017 9 mentions in 2 episodes 5 per episode

Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14) Jul 3, 2017 · 8 mentions · from 9:14
Deep Dive into Hedge Funds (Capital Allocators, EP.34) Dec 18, 2017 · 1 mention · from 48:10
every mention in 2017, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Michael Porter, oldest first

Jul 3, 2017

Assertion Not checkable as stated

Michael Porter Predicted in 1999 That Warren Buffett Would Buy Burlington Northern

“He goes, a young, charismatic, putatively smart guy like you should be able to get into railroads. You'll be CEO of Burlington Northern within 15 years and watch Warren Buffett will buy it.”

Chris Douvos Jul 3, 2017 ▶ 14:50 Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)

Jul 6, 2026 negative

Opinion

Dorsey: Michael Porter's Framework Fails to Answer if Industries Are Attractive

“Porter was a consultant. His goal was to say, hey, dude, you run a widget company. How do you make your widget company better than the other widget company? He never answers the question, are widgets even a decent business?”

Pat Dorsey Jul 6, 2026 ▶ 9:57 Moat Investing Nuances – Pat Dorsey (EP.509)

Michael Porter

Mentions by year

Everything said about Michael Porter, oldest first

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